Marcum Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.9M | Buy |
11,132
+321
| +3% | +$54.7K | 0.16% | 69 |
|
|
2024
Q4 | $1.91M | Sell |
10,811
-39
| -0.4% | -$6.9K | 0.17% | 65 |
|
|
2024
Q3 | $1.65M | Buy |
10,850
+1,017
| +10% | +$155K | 0.15% | 68 |
|
|
2024
Q2 | $1.79M | Buy |
9,833
+70
| +0.7% | +$12.7K | 0.18% | 57 |
|
|
2024
Q1 | $1.88M | Buy |
9,763
+532
| +6% | +$103K | 0.19% | 56 |
|
|
2023
Q4 | $2.41M | Buy |
9,231
+159
| +2% | +$41.4K | 0.26% | 39 |
|
|
2023
Q3 | $1.74M | Buy |
9,072
+1,219
| +16% | +$234K | 0.21% | 51 |
|
|
2023
Q2 | $1.66M | Buy |
7,853
+19
| +0.2% | +$4.01K | 0.19% | 55 |
|
|
2023
Q1 | $1.66M | Buy |
7,834
+155
| +2% | +$32.9K | 0.21% | 55 |
|
|
2022
Q4 | $1.46M | Sell |
7,679
-84
| -1% | -$16K | 0.19% | 60 |
|
|
2022
Q3 | $940K | Buy |
7,763
+136
| +2% | +$16.5K | 0.14% | 84 |
|
|
2022
Q2 | $1.04M | Sell |
7,627
-229
| -3% | -$31.3K | 0.16% | 85 |
|
|
2022
Q1 | $1.51M | Buy |
7,856
+1,743
| +29% | +$334K | 0.21% | 66 |
|
|
2021
Q4 | $1.23M | Sell |
6,113
-544
| -8% | -$110K | 0.17% | 86 |
|
|
2021
Q3 | $1.46M | Buy |
6,657
+237
| +4% | +$52.1K | 0.23% | 61 |
|
|
2021
Q2 | $1.54M | Sell |
6,420
-373
| -5% | -$89.4K | 0.25% | 49 |
|
|
2021
Q1 | $1.73M | Buy |
6,793
+1,576
| +30% | +$401K | 0.28% | 42 |
|
|
2020
Q4 | $1.12M | Buy |
5,217
+3,433
| +192% | +$735K | 0.26% | 34 |
|
|
2020
Q3 | $295K | Buy |
1,784
+60
| +3% | +$9.92K | 0.09% | 83 |
|
|
2020
Q2 | $316K | Buy |
1,724
+223
| +15% | +$40.9K | 0.1% | 84 |
|
|
2020
Q1 | $224K | Buy |
1,501
+213
| +17% | +$31.8K | 0.09% | 78 |
|
|
2019
Q4 | $420K | Buy |
+1,288
| New | +$420K | 0.16% | 58 |
|